Sales Operations Advisor
At a glance
Mid-level Revenue & Sales Operations role at Integrity Marketing Group. 3 Locations · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Handle agent and agency agreement changes from initial documentation through final completion
- Gather and check paperwork against compliance needs before submitting contract updates
- Track agency agreements as they come on board and set recurring check-ins with outside partners
- Complete agent-to-agent book-of-business moves, including policy-transfer eligibility reviews
- Move policy-change paperwork between sales groups and internal operations teams
What you bring
- Working knowledge of carrier procedures for agent-of-record changes tied to book-of-business transfers
- Experience coordinating contract updates, compliance documentation, and transfers across sales and operations
Who this fits
This role suits someone who can connect sales priorities with accurate, compliant operational execution. You’ll work with internal sales and operations teams as well as external partners, with a focus on agent contracts and book-of-business transfers. The position is based in Harrisburg, Pennsylvania.
From the employer
Sales Operations Advisor
Ritter Insurance Marketing
Harrisburg, PA
About Ritter Insurance Marketing
Ritter Insurance Marketing, an Integrity company, is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina and Ohio. More than 280 full-time Ritter employees support the business of over 15,000 independent insurance agents in all 50 states. Its proprietary software development and agent service departments develop and market leading business solutions for insurance agents.
Job Summary
This role serves as a critical link between high-level sales goals and operational compliance. Manages agent and agency contract changes for new and existing agents and facilitates the transition of books-of-business transactions between agents, ensuring accuracy in commission tracking. This role serves as a bridge between strategic sales initiatives and compliant operational daily workflows, and acts as the central point of contact for internal teams and external partners.
Primary Responsibilities:
Oversees the full lifecycle for all types of agent and agency contract changes.
Administers the collection and reviewing of documentation to meet compliance requirements.
Responsible for submitting contract changes and tracking through completion.
Establish and manage regular check-ins with external partners
Optimizes tracking and management of large agency contracts as they are onboarded
Manages all agent-to-agent Book of Business Transfers through completion
Completes analysis to determine eligibility for policy transfers
Execute the movement of policies change documentation between sales and operational internal teams
Working knowledge of carrier processes for Agent-of-Record changes (Book of Business transfers)
Works collaboratively with internal sales teams and operational departments
Benefits Available
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
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